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The US-UK "Trade Deal"—Optics Over Substance

The US-UK "Trade Deal"—Optics Over Substance

After weeks of negotiation, the US and UK unveiled what’s being branded as a “historic” trade agreement. In reality, the deal is modest—thin on structural reform and heavy on political signaling.

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Economic Pulse Check: 2025 Set for Tepid Growth Amid Policy Shocks

Economic Pulse Check: 2025 Set for Tepid Growth Amid Policy Shocks

The U.S. economy is poised for a marked slowdown in 2025, with GDP growth expected to decelerate to just 1.2%—a sharp drop from 2.8% in 2024, according to Oxford Economics.

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Signaling Games in Monetary Policy: How the Fed, Markets, and Investment Banks Strategize Around Interest Rates

Signaling Games in Monetary Policy: How the Fed, Markets, and Investment Banks Strategize Around Interest Rates

Monetary policy is more than just interest rate decisions, it's a high-stakes signaling game. At the heart of this game is asymmetric information: the Federal Reserve (Fed) holds privileged insights into economic fundamentals, while markets must interpret its actions to form expectations.